As one can see in the weekly S&P 500 (SPX) chart below, the week started with significant upside stemming from the reality that headlines of POTUS and FLOTUS positive COVID-19 tests the previous week would result in a more favorable outcome. Fortunately, it appears that the Presidential Family has bounced back from bouts with COVID-19. In our discussions with Finom…
The 2022 bear market will be remembered as a year when collapsing growth stock valuations and rising interest rates...
Maintaining good disciplines during price consolidation periods: 1. Are the “yea buts” greater than a self-induced economic shutdown and...
Market and Volatility Commentary: COVID-19 herd immunity and importance of regional datasets – Gangelt, Faroe, Iceland and UAE; Fed’s...
“One-half of life is luck; the other half is discipline — and that’s the important half, for without discipline...
Capital Economics We think the 10-year Treasury yield will end the year well below its current level. The sell-off in...
Cross-Asset Strategy: Clients have asked about our conviction in the pro-cyclical trade given the recent decline in bond yields....
The headlines were daunting and played out in price action this past week much as the first 100+ days...
The J.P. Morgan View Growth versus virus now, vaccine versus virus later —an update on a conflict and a...
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